I know you can work with Cases and Records through the UI, but I’m trying to understand how to create and update them directly from within a Story. For example, I’d like a Story to automatically open a Case when an alert fires, or update a Record as an investigation progresses. Is this fully supported, and what does the setup look like?
Yes, this is absolutely supported! Creating and updating Cases and Records from the storyboard is probably the most common way to do so. I work with customers every day on use cases exactly like the ones you’ve described.
There are native actions for both Cases (create) and Records (create, update, delete, list, get, query) . There are also Tines templates for many other actions you can take on Cases and Records via the API.
If you’re looking for some learning opportunities our Specialist: Cases and Specialist: Records paths have modules that take you through exactly what you’re trying to do!